Sales-And-Marketing
Joby CRM
by Joby
Overview
Connect Claude to Joby CRM to quickly find and understand your business data through natural conversation. Claude can securely access your Joby CRM leads, clients, appointments, schedules, estimates, invoices, payments, job types, service areas, team members, lead statuses, custom fields, and activity timelines. Use the connector to find customers, review lead history, understand upcoming appointments, analyze your pipeline, review estimates and invoices, summarize CRM activity, and answer questions about your Joby data without switching between screens. The Joby CRM connector is read-only. Claude cannot create, edit, send, delete, charge, refund, or otherwise modify data through this connector. Each connection is authorized to a specific Joby organization by an owner or administrator.
